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Cynthia Schlanger

@Onyx Bridge Wealth Group Llc

Latest period2024 - Q3ReportedManaged Assets$663.322MTotal holdings285
Assets growth rate8.91%Assets growth rate (2-Q avg)8.86%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Bridge Wealth Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 285 positions.

Assets under management

The assets under management (AUM) of Onyx Bridge Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 663.322M in assets, with a quarterly growth rate of 8.91% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Cynthia Schlanger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORCLOracle Corp
Recent Activity
New Position
0.05%
$277,470
1,628 shares@ $170.44 avg price
CTASCintas Corp
Recent Activity
New Position
0.05%
$267,644
1,300 shares@ $205.88 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.04%
$260,862
7,170 shares@ $36.39 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
0.04%
$236,780
7,959 shares@ $29.75 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.04%
$236,452
478 shares@ $494.67 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.04%
$226,901
1,914 shares@ $118.55 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.04%
$226,251
2,321 shares@ $97.48 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.04%
$218,858
807 shares@ $271.2 avg price
TPYPManaged Portfolio Series
Recent Activity
New Position
0.04%
$216,071
6,886 shares@ $31.38 avg price
NOBLProshares Tr
Recent Activity
New Position
0.04%
$215,335
2,017 shares@ $106.77 avg price